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Ten key accounting calculator on a soft yellow desk
Apr 4, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.

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Our mission is to provide fee-based, highly personalized professional investment advice and management to a select group of qualified investors. Our focus is firmly fixed on controlling risk and achieving superior long-term results for our clients utilizing unique investment and trading strategies.

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846 Riverbend Avenue
Powell OH 43065

E: lkramer@cma-investments.com
P: 740-879-4306
M: 614-832-1953

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